HighMark Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

HighMark Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.3K	Buy	570 +1	+0.2%	+$132	0.03%	137
2026 Q1	$64.4K	Buy	569 +90	+19%	+$10.8K	0.03%	138
2025 Q4	$59K	Buy	479 +56	+13%	+$6.85K	0.02%	151
2025 Q3	$51.1K	Buy	423 +25	+6%	+$2.88K	0.02%	154
2025 Q2	$43.8K	Buy	398 +42	+12%	+$4.16K	0.02%	166
2025 Q1	$33.1K	Buy	356 +3	+0.8%	+$302	0.02%	167
2024 Q4	$35.8K	Buy	353 +16	+5%	+$1.6K	0.02%	153
2024 Q3	$32.3K	Buy	337 +40	+13%	+$3.69K	0.02%	169
2024 Q2	$27.5K	Hold	297	–	–	0.02%	172
2024 Q1	$25K	Buy	297 +16	+6%	+$1.28K	0.02%	181
2023 Q4	$21.1K	Buy	281 +111	+65%	+$7.9K	0.02%	185
2023 Q3	$10.9K	Buy	+170	New	+$12K	0.01%	248
2021 Q3	–	Sell	-121	Closed	-$9K	–	513
2021 Q2	$9K	Hold	121	–	–	0.01%	270
2021 Q1	$8K	Hold	121	–	–	0.01%	271
2020 Q4	$8K	Buy	121 +1	+0.8%	+$61	0.01%	269
2020 Q3	$7K	Hold	120	–	–	0.01%	274
2020 Q2	$6K	Hold	120	–	–	0.01%	286
2020 Q1	$4K	Sell	120 -588	-83%	-$27.8K	﹤0.01%	249
2019 Q4	$34K	Buy	+708	New	+$32.8K	0.04%	103

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighMark Wealth Management's IVW Position: Q2 2026 in Review

HighMark Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q2 2026, buying an estimated $132 and bringing the position to 570 shares worth $78.3K. The position accounts for 0.03% of the portfolio, ranked #137.

HighMark Wealth Management first reported a position in IVW in Q4 2019 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

HighMark Wealth Management held 570 shares of iShares S&P 500 Growth ETF worth $78.3K as of Q2 2026.
HighMark Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #137 holding.
HighMark Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 19 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.